Client Relationship Associate - West Los Angeles, CA [EG]

EP Wealth Advisors; Los Angeles (CA); On-site; USD 33,000 - 47,000; Full time

Benefits offered by this job

11 Paid Holidays + 2 floating holidays

3 Weeks PTO

Paid Volunteer Time

Paid Parental Leave

Flexible Work Schedule

Highly subsidized Health, Dental, and 

Vision Plans

401k Retirement Account with company?"

Free Mental Health services

Life Insurance

Long & Short-Term Disability Insurance

Flexible Spending Accounts and Health 

Health Savings Accounts

Employee Financial Education

Employee Educational Expense Reimburse

Employee Charitable Donations

Employee Referral Incentives

Employee Team Building Activities

Employee Assistance Program

Job summary

EP Wealth Advisors is seeking a Client Relationship Associate in Los Angeles to partner with wealth advisory, planning, and support teams. You will help grow and retain client relationships through excellent service, organization, and proactive problem solving.

Responsibilities include handling inquiries on accounts, coordinating onboarding, preparing paperwork, and maintaining CRM records. A Bachelor’s degree is preferred with 1–3 years in financial services; benefits are extensive.

Qualifications

• Bachelor’s degree preferred in Business/Finance or related field.
• 1-3 years of experience in investment advisory, asset management, or financial services.
• Excellent communication and ability to build client relationships across teams.
• Strong organization and multitasking skills; attention to detail.
• Proficiency with Microsoft Office; experience with Tamarac Advisor View, CRM, eMoney, and custodians.

Responsibilities

• Lead and maintain existing client relationships as the primary contact for inquiries related to accounts and reporting.
• Collaborate with wealth advisor, financial planner, and internal departments to fulfill client requests within SLAs.
• Research and resolve client issues, escalating to management when appropriate.
• Manage client meeting scheduling, preparation, and participation in meetings and events.
• Prepare client account paperwork including applications and custodian forms.
• Coordinate new client onboarding activities and portal setup.
• Adhere to company policies and document client interactions in CRM.
• Develop relationships with custodian partners and service providers.
• Participate in team projects, training, and other duties as required.
• Perform office administrative duties as needed.

Skills

Client relationship management

Excellent communication

Organization

Multi-tasking

Microsoft Office

Education

Bachelor’s degree preferred

1-3 years experience in investment advisory/financial services

Tools

Tamarac Advisor View

CRM systems

eMoney

Custodian websites (Schwab, Fidelity)

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary

The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organization, communication, and problem‑solving skills.

$24.03 - $33.65 an hour

Duties and Responsibilities

• Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting
• Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements
• Research and resolve client issues leveraging internal support resources and or **escalate** as appropriate to management
• Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars
• Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing
• Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients
• Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards
• Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner
• Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers
• Participate in team projects, business initiatives and engage in training and education opportunities as required
• Office administrative duties as needed

Qualifications

• Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience.
• Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company
• Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization
• Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment
• Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney , and custodian websites (Schwab, Fidelity) is valuable

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well‑being.

• 11 Paid Holidays + 2 floating holidays
• 3 Weeks PTO
• Paid Volunteer Time
• Paid Parental Leave
• Flexible Work Schedule
• Highly subsidized Health, Dental, and Vision Plans
• 401k Retirement Account with company match contributions
• Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Employee Financial Education
• Employee Educational Expense Reimbursement
• Employee Charitable Donations
• Employee Referral Incentives
• Employee Team Building Activities
• Employee Assistance Program

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected] .